Google Shines Amidst Volatility

Google (GOOG) reported Q3 earnings yesterday that exceeded all market expectations despite the worsening economic conditions. They reported revenues of $5.5 billion with EPS of $4.92. The market was looking for revenues of $5.6 billion and EPS of $4.75.

Intel, AMD: Further Down?

This week, Intel and AMD reported third quarter results that beat many estimates. However, the rival companies were united in their view that the financial crisis will affect demand in the fourth quarter.

eBay Ridiculously Cheap

eBay continues to struggle against current economic conditions with rather lackluster Q3 performance. They have reduced their Q4 guidance, raising doubts about a merry Christmas for the company this year.

Infosys Shaky

What is the outlook for India’s outsourcing industry amidst the market turmoil? The Indian IT major, Infosys Technologies (INFY) had expressed their concerns about the recession when they announced their Q407 results earlier this year. Their Q2 results and the outlook for 2008-09, announced on October 11, quantify these concerns.

Where Would The Jobs Come From?

Against the backdrop of the financial crisis, with a bailout package that is as large as the cost of the Iraq war, economic policy emerges as the most important campaign issue for this election. The new American president will need to be extremely careful to not choke up the entrepreneurship engine with a tax policy

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Silver Lining In The Financial Crisis

Amidst the financial crisis, some 40,000 of New York’s 185,700 Wall Street jobs could be lost. The bailout is not exactly offering a great deal of confidence to the financial markets. We are all losing a lot of money. Fear runs through the system like a chilling shiver in the middle of the night. In

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Digital River: Buying Opportunity

Digital River, Inc. (DRIV), which provides e-commerce solutions to software publishers and consumer technology companies, is on a roll. The complex licensing and subscription management operations of many software companies are outsourced to Digital River. We haven’t covered Digital River much, but it is a top holding for several internet focused mutual funds.

Financial Crisis and the Top 5 Handset Stocks

Bargains abound amidst the financial fiasco. Let’s look for the ones in the handset sector. The iPhone has created a flurry of activity in the handset market; more handset makers are moving towards the convergence device trend. Just yesterday, Nokia released its response to the iPhone, a touchscreen 5800 XpressMusic smart phone called the Tube,

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